Latest Institutional Purchases of Bank Of Montreal (BMO)
This list provides information on the latest institutional transactions involving Bank Of Montreal (BMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
2.5K+ 2.35% |
$208K - $246K
|
109K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.2KNew |
$100K - $118K
|
1.2K
$116K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
700New |
$58.3K - $68.9K
|
700
$67.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
677+ 18.81% |
$56.4K - $66.6K
|
4.28K
$414K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
320+ 39.07% |
$26.7K - $31.5K
|
1.14K
$110K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
263New |
$21.9K - $25.9K
|
263
$25.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
200+ 2.95% |
$16.7K - $19.7K
|
6.98K
$675K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
150New |
$12.5K - $14.8K
|
150
$14.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
129New |
$10.7K - $12.7K
|
129
$12.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
51+ 5.06% |
$4.25K - $5.02K
|
1.06K
$102K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
43New |
$3.58K - $4.23K
|
43
$4.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
36New |
$3K - $3.54K
|
36
$3.48K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
30New |
$2.5K - $2.95K
|
30
$2.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
26+ 0.46% |
$2.17K - $2.56K
|
5.65K
$546K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
16New |
$1.33K - $1.57K
|
16
$1.55K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 23.53% |
$666 - $787
|
42
$4.06K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
105M+ 323501.62% |
$9.44B - $10.4B
|
106M
$10.2B
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
170KNew |
$15.2M - $16.7M
|
170K
$16.4M
|
|
|
May 16, 2024
Q1 2024
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
PUT |
136KNew |
$12.2M - $13.4M
|
136K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
103KNew |
$9.26M - $10.2M
|
103K
$10M
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
BUY
|
- |
33.9KNew |
$3.04M - $3.35M
|
33.9K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
13.5K+ 35.42% |
$1.21M - $1.33M
|
51.5K
$4.98M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.5KNew |
$1.21M - $1.33M
|
13.5K
$1.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
12.9K+ 0.76% |
$1.16M - $1.27M
|
1.71M
$165M
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
12.5KNew |
$1.11M - $1.23M
|
12.5K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.18KNew |
$553K - $609K
|
6.18K
$598K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.55KNew |
$497K - $547K
|
5.55K
$536K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5KNew |
$448K - $493K
|
5K
$484K
|
|
|
Apr 18, 2024
Q1 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.66K+ 155333.33% |
$417K - $460K
|
4.66K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.95K+ 171.27% |
$354K - $390K
|
6.26K
$605K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.04KNew |
$272K - $299K
|
3.04K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.68KNew |
$240K - $265K
|
2.68K
$259K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.64KNew |
$236K - $260K
|
2.64K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
2.56KNew |
$229K - $252K
|
2.56K
$247K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.41K+ 114.67% |
$216K - $238K
|
4.51K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.33KNew |
$209K - $230K
|
2.33K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.06KNew |
$185K - $203K
|
2.06K
$199K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2KNew |
$179K - $197K
|
2K
$193K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.62KNew |
$145K - $160K
|
1.62K
$157K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.4KNew |
$125K - $138K
|
1.4K
$135K
|
|
|
May 14, 2024
Q1 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.11KNew |
$99.5K - $110K
|
1.11K
$107K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.1KNew |
$98.8K - $109K
|
1.1K
$107K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
870+ 112.55% |
$77.9K - $85.8K
|
1.64K
$159K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
640+ 106.67% |
$57.3K - $63.1K
|
1.24K
$120K
|
|
|
Apr 26, 2024
Q1 2024
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
600+ 1.16% |
$53.7K - $59.2K
|
52.4K
$5.07M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
400+ 9.74% |
$35.8K - $39.5K
|
4.51K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
282+ 12.38% |
$25.2K - $27.8K
|
2.56K
$247K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
250New |
$22.4K - $24.7K
|
250
$24.2K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
149+ 0.74% |
$13.3K - $14.7K
|
20.4K
$1.97M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
126+ 4.57% |
$11.3K - $12.4K
|
2.88K
$279K
|
|